Washington Trust’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16
| Closed | -$999 | – | 958 |
|
|
2023
Q1 | $999 | Buy |
16
+1
| +7% | +$62 | ﹤0.01% | 898 |
|
|
2022
Q4 | $928 | Hold |
15
| – | – | ﹤0.01% | 911 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 902 |
|
|
2022
Q2 | $1K | Sell |
15
-1
| -6% | -$67 | ﹤0.01% | 904 |
|
|
2022
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 912 |
|
|
2021
Q4 | $1K | Sell |
16
-5
| -24% | -$313 | ﹤0.01% | 914 |
|
|
2021
Q3 | $1K | Buy |
21
+6
| +40% | +$286 | ﹤0.01% | 1034 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q1 | $1K | Sell |
15
-2
| -12% | -$133 | ﹤0.01% | 984 |
|
|
2020
Q4 | $1K | Sell |
17
-2
| -11% | -$118 | ﹤0.01% | 965 |
|
|
2020
Q3 | $1K | Buy |
19
+4
| +27% | +$211 | ﹤0.01% | 954 |
|
|
2020
Q2 | $1K | Buy |
15
+2
| +15% | +$133 | ﹤0.01% | 846 |
|
|
2020
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 920 |
|
|
2018
Q3 | – | Sell |
-11
| Closed | -$1K | – | 733 |
|
|
2018
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 907 |
|